Rebecca Cortez

Relationship Manager - BMO adviceDirect Premium at BMO Wealth Management - Canada
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Contact Information
us****@****om
(386) 825-5501
Location
Canada, CA

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Bio

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Credentials

  • Conduct and Practices Handbook Course (CPH®)
    Canadian Securities Institute
    Mar, 2022
    - Nov, 2024
  • Canadian Securities Course (CSC®)
    Canadian Securities Institute
    May, 2021
    - Nov, 2024

Experience

  • BMO Wealth Management - Canada
    • Banking
    • 700 & Above Employee
    • Relationship Manager - BMO adviceDirect Premium
      • Sep 2022 - Present

  • CIBC
    • Canada
    • Banking
    • 700 & Above Employee
    • IIROC - Financial Advisor
      • Jan 2022 - Sep 2022

  • TD
    • Canada
    • Banking
    • 700 & Above Employee
    • Financial Advisor
      • Jul 2021 - Jan 2022

    • Personal Banking Associate
      • Aug 2020 - Jul 2021

    • Customer Experience Coordinator
      • Jul 2019 - Aug 2020

    • Customer Experience Associate
      • May 2017 - Jun 2019

Education

  • Seneca College
    Ontario Diploma, Business/Commerce, General
    2018 - 2020
  • Seneca College
    Ontario Certificate, Business
    2016 - 2017

Community

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